Drew Overton, Author at Tull Financial Group

Drew is passionate about helping people through financial planning to positively impact lives. He has received his BS in Finance from Virginia Tech, holds the Series 65 license and will be completing the Certified Financial Planner (CFP®) requirements by the end of 2020.

Drew Overton

Rollover Rules for Previously-Required Minimum Distributions for 2020 Expanded

August 14, 2020

Drew Overton

Company News, Financial Planning, Retirement Planning, Wealth Management

Rollover Rules for Previously-Required Minimum Distributions for 2020 Expanded A lot has happened since our last tax planning update. States have implemented their own strategies for re-opening, new areas have been impacted by the virus, and it’s rare if you don’t see someone wearing a mask while out and about. With all the uncertainty regarding... Read more

Tax Planning and the CARES Act

May 22, 2020

Drew Overton

Financial Planning, Retirement Planning

Tax Planning and the CARES Act The Corona-virus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. At over 800 pages long, it can be overwhelming to think about all the changes that have come from this legislation. For today, we’ll walk through different segments of the CARES Act that may impact you and what tax... Read more